This article explains how to access and navigate the Task management module, covering the various views available for listing and organizing tasks. Readers will learn how to use views such as Overview, Calendar, Delivery Plan, Table, List, Map, Drawing, Decision Log, and Statistics to display and interact with tasks across different formats and perspectives.

Open Task management

1. Click on Menu.

2. Click on Task management.

3. Click on Tasks.

Ärendehantering section showing three available module tiles; note numbered callouts.

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Views

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Overview

This view shows cases in relation to the set task discipline — for example, tasks between a Project Manager and an Architect. To display the relationship between disciplines, each user needs to be assigned a Discipline via Menu / Users / List users.

1. Click on Overview.

2. Click on a task project.

3. Click on a cell to view the tasks.

Ärenden matrix view showing discipline-to-discipline issue routing; note the user discipline setup prompt.

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Calendar

This view shows cases in a calendar based on their set end date.

1. Click on Calendar.

2. Click on a task project.

Case calendar (månadsvy) — note the month/week/day toggle and project list navigation.

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Delivery plan

This view shows tasks in a calendar format based on their set end date, grouped by task discipline. It gives you an overview of when delivery is expected from each discipline.

1. Click on Delivery plan.

2. Click on a task project.

Case calendar (week view) showing tasks grouped by discipline; note the view-toggle and navigation controls.

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Table view

This view shows your tasks in a table, grouped by columns.

1. Click on Table view.

2. Click on a task project.

Kanban board view of a project's tasks, organized by category columns.

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List view

This view shows your tasks in a simple list format.

1. Click on List view.

2. Click on a task project.

Issues list for a selected project; note status, priority, and activity columns.

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Map view

This view shows your tasks positioned on a map.

1. Click on Map view.

2. Click on a task project.

Ärenden map view; note the geo-tagged issue pin and place-on-map action button.

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Drawing view

This view shows tasks positioned on drawings and 3D models.

1. Click on Drawing view.

2. Click on a case project.

Drawing viewer in Projekteringsmöten; note linked issue markers and toolbar options.

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Decision log

This view shows cases that have a status of Ready or Closed.

1. Click on Decision log.

2. Click on a task project.

Project to-do list view showing issue rows with priority, dates, and navigation callouts.

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Statistics view

This view shows statistics for your tasks in the form of various charts.

1. Click on Statistics view.

2. Click on a task project.

3. Click View to display charts based on criteria such as Status, To, From, To (discipline), From (discipline), Priority, and End date.

Ärenden chart view; note the statistics icon (1), active project list item (2), and view selector (3).